Techbubbles

Configuring PerformancePoint services in SharePoint 2010

 

The following are the configuration steps to get PerformancePoint up and running on SharePoint 2010 enterprise edition. 

As PerformancePoint service is integrated in SharePoint 2010 environment, we need to do some configurations in Sharepoint2010 Central Administration tool.

SP2010

 

It also explains what components are enabled with the Site Collection and what Site features are required for storing PPS dashboards, scorecards, and reports in SharePoint Lists and Document Libraries.

  • Starting the PerformancePoint service
  1. Open the SharePoint 2010 central administration and click on System Settings then click on Manage services on server link under Servers category

 

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You will get the following window

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Click the start link for the PerformancePoint Service

  •  Activating PerformancePoint Site Collection Feature

1. Open your Business Intelligence site and navigate to Site Actions and click on site settings option as shown below

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2. Click on Site Collection Features option from Site Collection Administration

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3. Activate the PerformancePoint service from the below list

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  • Setting up the Secure Store Account

Without secure store account you cannot access the performance points unattended service account to connect to data sources. PP 2007 uses application pool identity to connect to the data sources where as in 2010 it is domain account whose password is stored in the secure store.

In order to configure Secure Store for PPS, Follow these steps

1. Open SharePoint 2010 central administration toll as shown in below

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2. Click on Manage Service Applications under Application Management

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3. Click on the Secure Store Proxy and click Manage in ribbon

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You will get a message saying ‘Generate a new key’, Click Edit on the ribbon then say Generate a new key

  •  Setting up an Unattended Service Account

1. Go to Central administration Home page

2. Click “Manage Service Applications” under application management

3. Click the PerformancePoint service application as shown below

 

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4. Click on the first link PerformancePoint Service Application Settings

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5.In the “Unattended Service Account” section, enter the username and password for querying the data sources

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Testing the configuration of Performance Point Service, Open a Performance Point BI Center Site and Click on Run Dashboard Designer button

If you have successfully created a PerformancePoint site collection, you should be able to browse to the BI Center, launch Dashboard Designer, and connect to a data source using the unattended service account.

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  • http://www.itsmart.nl Edgar Walther

    Dear Mr. Kalyan Bandarupalli,
    I have a question re. step 1. I do not have the option “Central administration – System Settings – Servers – Manage services on server” link on my screen in SharePoint. What am I missing? Do I need to install something more?
    Thanks for your help. Best regards, Edgar Walther

    • http://www.techbubbles.com Kalyan Bandarupalli

      Hi Edgar,

      Performance point services are available in SharePoint 2010 enterprise edition. Have you installed this version?

      Regards
      Kalyan

  • Edaurdo

    Great post!

    I followed it and worked like a charm.

    Now, i think I’ve got an issue after creating reports, because options “display report” and “edit in dashboard designer” don’t appear for members uploaded into performancepoint content list

    any ideas?

    br

    • http://www.techbubbles.com Kalyan Bandarupalli

      Just add the users whom you want to edit the report in to admin group. Hope this solves the issue!

  • Eduardo

    I am afraid this doesn’t work out the problem. My user is already admin of the site

    thanks

  • Eduardo

    Kalyan,

    it has to do with the language. I switched to English and the functions showed up. Maybe I am missing spanish library for dashboard designer

    Thanks for you help

    • http://www.techbubbles.com Kalyan Bandarupalli

      Great!

  • Pingback: Configuring PerformancePoint services in... | .NET and SharePoint | Syngu

  • http://SharePointTaskMaster.blogSpot.com Thomas Trung Vo
  • scot

    can you some one can explain me how to connect oracle data to performancepoint 2010. thanks scot

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